Guide

How to migrate store credit from Rise.ai

The single biggest fear merchants have about switching store-credit apps isn't price — it's losing track of what customers are actually owed. Here's the exact process to export balances from Rise.ai, get them into Shopify's native store credit, and verify every dollar landed before you cancel anything.

1. Export your balances from Rise.ai first

Do this before you touch your Rise.ai subscription. Rise's dashboard supports exporting customer gift card and store credit balances to CSV — look under its reporting or export section, and if you can't find it, ask Rise's support directly for a full balance export. Get this export while your account is still active and billed; don't wait until after you've uninstalled or cancelled.

2. Reshape the export into StoreCred's CSV format

StoreCred's importer expects one row per line, exactly two columns: email,amount. That's it — no currency column and no expiry column, because both are set once for the whole import, not per row (more on that below). Rise's export will likely have far more columns than that (names, gift card codes, issue dates, tiers). Strip it down:

• Keep only email and balance. Delete every other column.
• One row per customer. If Rise's export has multiple rows per customer (e.g. one per gift card or per transaction), sum them into a single total balance per email first. StoreCred issues a separate credit for every row it imports — it doesn't merge rows for the same email, so duplicate rows will over-credit that customer.
• Plain numbers only. Strip currency symbols and thousands separators (e.g. 128.50, not $1,285.00).
• Drop zero and negative balances. They won't cause an error — StoreCred's parser silently skips any row where the amount isn't a positive number — but that means they also won't show up as a failure, so it's easy to assume a customer was migrated when they were actually just dropped. Check for them yourself before uploading.
• A header row is fine. A literal email,amount header line is recognized and skipped automatically. You don't need to remove it.
• Split large lists. StoreCred caps imports at 2,000 rows per file — if your export is bigger, split it into multiple CSVs.

One more thing worth checking before you import: every row's email needs to match an existing Shopify customer. StoreCred looks up each email against your Shopify customer list and only issues credit if it finds a match — rows with no matching Shopify customer come back as "not found" rather than failing silently, so you'll see exactly which emails need attention (typos, guest-checkout-only customers, etc.).

3. Set your expiry window before you import

StoreCred applies one expiry window to every credit issued in a given import — it isn't a per-row setting. In StoreCred, go to Settings → Expiry → "Credit expires after (days)" and set the window you want (many merchants use 12 months for migrated balances, since it's replacing money customers were already owed) before you upload your CSV. Your store's currency is handled the same way — StoreCred issues credit in your shop's single base currency automatically, so there's no currency column to fill in.

4. Import and check the results

Upload your cleaned CSV from StoreCred's Bulk CSV import screen. You'll get a per-row result: issued, already_issued, failed, or not_found. If something fails partway through (a rate limit, a network blip), it's safe to re-upload the exact same file — rows already issued are recognized and skipped, not double-credited. One caveat: that safety check is keyed on the email-and-amount pair together, so if you correct a wrong amount and re-import for the same customer, it will issue an additional credit rather than replacing the first one. Fix mistakes with a small correction (a delta CSV, or a manual adjustment in Shopify admin) rather than re-running the whole file with different numbers.

5. Verify the totals before you cancel Rise.ai

Don't skip this step. Before touching your Rise.ai subscription:

• Add up the issued amounts from your import results and compare that total to the total balance in your original Rise.ai export.
• Check StoreCred's dashboard, which shows your total outstanding store credit liability, against what Rise.ai showed before you started.
• Spot-check a handful of individual customers in Shopify admin's customer profile page — their store credit balance should match what Rise had on file for them.

6. Sunset Rise.ai carefully

Only cancel once the totals check out. A recurring complaint in Rise's own reviews is billing continuing after a merchant thought they'd cancelled or uninstalled — so after cancelling, confirm the cancellation actually took in Shopify's billing section, not just that you removed the app, and check your next invoice to be sure. Once you're confident, uninstall Rise.ai.

Because StoreCred issues everything through Shopify's own native store credit system rather than a proprietary ledger, your customers' balances live in Shopify itself going forward — not in an app-specific database. If you ever switch away from StoreCred too, there's no repeat of this migration: the balances are already sitting in Shopify's own system.

Try it

StoreCred is $19/mo flat, with a 14-day free trial, and CSV import is included at no extra charge. If you're still deciding whether to move off Rise.ai at all, see our full StoreCred vs Rise.ai comparison or the wider list of Rise.ai alternatives.